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ClearServe Holdings Secures $2.3 Million

Wealth management platform ClearServe Holdings Secures $2.3 Million

Fintech startup ClearServe Holdings announced the close of $2.3 million in financing from an undisclosed investor.

ClearServe is a wealth management platform that seeks to help family offices and other investors make better finance, investment, and management decisions with superior usability and design elements. Powered by its Alternatives Tracking System™, ClearServe’s normalization engine enables family offices and alternative asset investors efficiently to aggregate disparate data sources and to normalize them into a usable and robust portfolio and partnership accounting, analytics, and reporting system.